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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,581 | $81,870-39.4% | $119,634-58.6% | $68,490-27.6% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -18.22% | -23.82%+5.6pp | -14.98%-3.2pp | -7.85%-10.4pp |
| Employer contribution / active EE | $1,602 | $2,692-40.5% | $4,232-62.2% | $2,597-38.3% |
| Participant deferral / active EE | $2,238 | $4,148-46.0% | $5,601-60.0% | $4,028-44.4% |
| Admin fee / account holder | $8,646 | $6,583+31.3% | $10,329-16.3% | $5,403+60.0% |